Sierra Summit Advisors LLC Buys Shares of 8,404 EMCOR Group, Inc. $EME

Sierra Summit Advisors LLC bought a new position in shares of EMCOR Group, Inc. (NYSE:EME) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 8,404 shares of the construction company’s stock, valued at approximately $5,459,000.

Several other large investors have also modified their holdings of EME. Signaturefd LLC raised its position in shares of EMCOR Group by 3.0% during the 3rd quarter. Signaturefd LLC now owns 557 shares of the construction company’s stock worth $362,000 after purchasing an additional 16 shares during the last quarter. Woodward Diversified Capital LLC increased its position in EMCOR Group by 2.4% during the third quarter. Woodward Diversified Capital LLC now owns 760 shares of the construction company’s stock worth $494,000 after buying an additional 18 shares in the last quarter. Cornerstone Investment Partners LLC raised its holdings in shares of EMCOR Group by 0.9% in the third quarter. Cornerstone Investment Partners LLC now owns 1,938 shares of the construction company’s stock worth $1,259,000 after acquiring an additional 18 shares during the last quarter. Altus Wealth Group LLC lifted its position in shares of EMCOR Group by 1.4% in the third quarter. Altus Wealth Group LLC now owns 1,495 shares of the construction company’s stock valued at $971,000 after acquiring an additional 20 shares in the last quarter. Finally, Prospera Financial Services Inc lifted its position in shares of EMCOR Group by 0.7% in the third quarter. Prospera Financial Services Inc now owns 2,769 shares of the construction company’s stock valued at $1,799,000 after acquiring an additional 20 shares in the last quarter. 92.59% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Zacks Research cut EMCOR Group from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. DA Davidson raised their price target on shares of EMCOR Group from $800.00 to $900.00 and gave the stock a “buy” rating in a research note on Friday. Stifel Nicolaus lifted their price target on shares of EMCOR Group from $713.00 to $754.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Robert W. Baird upped their price objective on shares of EMCOR Group from $713.00 to $808.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of EMCOR Group in a research report on Wednesday, January 21st. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, EMCOR Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $731.33.

EMCOR Group Price Performance

Shares of EME stock opened at $724.93 on Friday. The firm’s 50-day simple moving average is $708.44 and its 200-day simple moving average is $664.37. EMCOR Group, Inc. has a 1-year low of $320.89 and a 1-year high of $835.00. The firm has a market cap of $32.46 billion, a P/E ratio of 25.68 and a beta of 1.17.

EMCOR Group (NYSE:EME) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 EPS for the quarter, topping the consensus estimate of $6.68 by $0.51. The firm had revenue of $4.51 billion during the quarter, compared to analyst estimates of $4.28 billion. EMCOR Group had a net margin of 7.49% and a return on equity of 37.51%. EMCOR Group’s revenue for the quarter was up 19.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.32 earnings per share. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. Analysts expect that EMCOR Group, Inc. will post 20.74 earnings per share for the current fiscal year.

EMCOR Group Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Wednesday, January 14th were given a $0.40 dividend. This is an increase from EMCOR Group’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, January 14th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group’s dividend payout ratio is 6.43%.

EMCOR Group declared that its board has authorized a stock repurchase plan on Thursday, December 18th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the construction company to repurchase up to 1.9% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Key EMCOR Group News

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: Q4 results topped estimates — EPS $7.19 vs. $6.68 consensus and revenue $4.51B vs. $4.28B; revenue rose 19.7% year‑over‑year and margins/ROE remain strong. This is the main fundamental positive underpinning the stock today. EME Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades/target raises — DA Davidson raised its target to $900 (buy) and Robert W. Baird lifted its target to $808 (outperform), signaling continued bullish analyst sentiment and sizable upside from current levels. Analyst Target Raises
• Positive Sentiment: Secular growth tailwind — industry pieces highlight EMCOR as a beneficiary of AI/data‑center buildouts (power, cooling, infrastructure), which supports multi‑year demand expectations. AI Data Center Tailwind
• Neutral Sentiment: FY‑2026 guidance provided — EPS guidance of $27.25–$29.25 and revenue guidance $17.8B–$18.5B (company release). Range roughly brackets consensus, so the update is not a clear surprise but will shift focus to execution against the midpoint. Company Press Release
• Neutral Sentiment: Full disclosure materials available — investors can review the slide deck and earnings‑call transcript for detail on backlog, margins and segment trends. Earnings Call Transcript
• Negative Sentiment: Stock sold off intraday/premarket despite the beat — some traders took profits after recent gains and the stock’s elevated valuation, which pressured the price even with strong results. Market Reaction
• Negative Sentiment: High valuation and recent run‑up increase sensitivity — EME’s premium multiple and proximity to 12‑month highs make the stock vulnerable to profit‑taking and any guidance nuance. No external link

EMCOR Group Company Profile

EMCOR Group, Inc is a provider of mechanical and electrical construction, industrial and energy infrastructure, and facilities services to commercial, institutional and industrial clients. The company delivers a broad range of services that include design-build and traditional construction of mechanical, electrical and plumbing systems; ongoing facilities maintenance and operations; and specialized industrial services for sectors such as manufacturing, data centers, healthcare and utilities.

EMCOR’s service offerings encompass HVAC, plumbing, electrical installation and maintenance, fire protection, building automation and controls, commissioning, testing and balancing, and energy management solutions.